David O. Koch, CFA®, CFP®

Favorite Book or MovieWhen Pride Still Mattered | Cinderella Man, Rudy, and Hoosiers

Ideal Dinner GuestVince Lombardi, Bart Starr, and Warren Buffet

Words to Live ByThe quality of a person’s life is in direct proportion to their commitment to excellence.

Qualities I Admire in PeopleCompetitive, accountable, and respectful

Financial Advisors

David is a wealth management advisor who works out of the Minneapolis, MN office.

David joined CAPTRUST in 2017 and serves as a principal, financial advisor. Prior to joining the firm, David was the president and chief compliance officer at Windsor Financial group LLC, and he has worked in the industry since 1983.

Education

Bachelor of science degree in business administration with a concentration in marketing

Master of business administration degree with a concentration in finance